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FTA and BAMD share 11.5% of their holdings.
| Side by side | FTA | BAMD |
|---|---|---|
| Strategy | US Stock Styles · Value | Income · Dividend stocks |
| Expense ratio | 0.58% | 0.95% |
| Cost per year on $10k | $58 | $95 |
| Trailing 12-mo yield | 1.67% | 3.25% |
| Income per year on $10k | $167 | $325 |
| YTD | +23.3% | +19.1% |
| 1 year | +29.8% | +21.0% |
| 3 years · per year | +21.2% | +16.5% |
| 5 years · per year | +11.2% | — |
| Worst drop · 1Y | −8.1% | −8.3% |
| Volatility · 1Y | 11.3% | 10.2% |
| Holdings | 187 | 69 |
| Assets | $1.5B | $102M |
| Leverage | None | None |
| Since | 2007 | 2023 |
Highlighted = best in the row. Returns include dividends.